Branch Relationship Manager
4 weeks ago
KEY RESPONSIBILITIES
Drive Revenue through Cross sell / Up sell
Ensure team works on every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Supervise daily activity plan of team & setup governance mechanism Undertake join field work with team to demonstrate successfully financial planning skills. Ensure 100% training/certification of the team from regulatory perspective Exceed month on month revenue target & collection targetCustomer Service/Retention through relationship management
Establish customer relationship building culture in the team Help team resolve service requests of customers Drive renewal collection on allocated base. Provide appropriate training to team for effective customer service. Drive team to generate leads from existing customers.Team Management
Identify and hire right candidates with the help of HR Ensure 85% hiring module completion at all times Drive productivity and activation for all FOS Manage AttritionMeasures of Success
Execution measures
Drive revenue through cross sell/up sell business Collection of due premium as per target. Service resolution percentage/TAT Customer satisfaction score Retention of team Process complianceKey competencies/skills required
Building relationships – ability to influence customers/peers Strong Stakeholder Management Building collaboration – ability to influence team Detail-oriented Customer centricity.Key Relationships Management (Internal /External)
Internal: Head of SPARC, CET team, Training, HR
External: Customers
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Branch Relationship Manager
4 weeks ago
Vadodara, India Max Life Insurance Full timeKEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Ensure team works on every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Supervise daily activity plan of team & setup governance mechanism Undertake join field work with team to demonstrate successfully financial planning skills. ...
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